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299 hedge funds and large institutions have $12.2B invested in Fortis in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $57M | Put options by funds: $45.4M

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1% more funds holding

Funds holding: 295299 (+4)

4% more capital invested

Capital invested by funds: $11.7B → $12.2B (+$497M)

0.46% less ownership

Funds ownership: 51.26%50.8% (-0.46%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
299
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
114
Reduced
98
Closed
29
Calls
$57M
Puts
$45.4M
Net Calls
+$11.6M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.47B +$139M +2,912,146 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B +$36.2M +759,772 +3%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.06B -$48.8M -1,024,863 -4%
Fidelity International
4
Fidelity International
Bermuda
$994M -$94M -1,972,713 -9%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$642M +$28.8M +603,772 +5%
SC
6
Scotia Capital
Ontario, Canada
$422M -$2.69M -56,501 -0.6%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$417M +$41.4M +868,891 +11%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$401M -$17M -356,277 -4%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$355M +$28M +588,423 +9%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$350M -$12.8M -268,739 -4%
Legal & General Group
11
Legal & General Group
United Kingdom
$297M +$16.5M +345,633 +6%
Norges Bank
12
Norges Bank
Norway
$291M +$68.1M +1,429,636 +31%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$278M -$8.93M -187,422 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$263M +$40.5M +849,606 +19%
Goldman Sachs
15
Goldman Sachs
New York
$242M +$67.7M +1,422,119 +39%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$234M +$16.7M +351,619 +8%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$218M -$70.4M -1,478,482 -24%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$199M -$36.3M -763,117 -16%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$193M -$35.5M -746,192 -16%
Morgan Stanley
20
Morgan Stanley
New York
$149M -$33.7M -706,601 -18%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$140M -$40.8M -855,972 -23%
JP Morgan Chase
22
JP Morgan Chase
New York
$119M -$281K -5,903 -0.2%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$112M -$14.3M -300,000 -11%
ClearBridge Investments
24
ClearBridge Investments
New York
$107M -$15.8M -332,304 -13%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$103M +$3.52M +73,997 +4%

FTS Hedge Fund Activity: Q2 2025 in Review

299 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fortis (FTS) for Q2 2025, worth a combined $12.2B — up 4.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FTS positions and 29 closed out — a net gain of 12 holders — while 114 added to existing stakes and 98 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Fidelity International, cutting an estimated $94M.

  • 299 institutional investors held Fortis (FTS) as of Q2 2025, up from 295 in Q1 2025.
  • Funds reported $12.2B of Fortis stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 41 funds opened new Fortis positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest Fortis buyer in Q2 2025 was Royal Bank of Canada, an estimated $139M added.
  • The largest Fortis seller in Q2 2025 was Fidelity International, an estimated $94M sold.

Based on aggregated 13F filings for Q2 2025.